Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon BNY Mellon MidCap Index Fund Investor Shares in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON TX | 123 | $18.1M | $1.7M |
| 2 | REDAPT, INC. REDAPT, INC. PLAN | WOODINVILLE WA | 141 | $22.8M | $318K |